Parnassus Investments
O icon

Parnassus Investments’s Realty Income O Stock Holding History

Parnassus Investments’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$721M Sell
11,640,278
-2,502,033
-18% -$156M 1.93% 17
2026
Q1 		$865M Sell
14,142,311
-963,959
-6% -$60.3M 2.53% 9
2025
Q4 		$852M Sell
15,106,270
-2,960,333
-16% -$171M 2.21% 16
2025
Q3 		$1.1B Sell
18,066,603
-319,512
-2% -$18.6M 2.54% 9
2025
Q2 		$1.06B Sell
18,386,115
-636,474
-3% -$36M 2.44% 12
2025
Q1 		$1.1B Sell
19,022,589
-3,673,673
-16% -$203M 2.65% 9
2024
Q4 		$1.21B Sell
22,696,262
-1,751,963
-7% -$102M 2.69% 9
2024
Q3 		$1.55B Buy
24,448,225
+1,676,293
+7% +$99.8M 3.29% 5
2024
Q2 		$1.2B Buy
22,771,932
+16,734,769
+277% +$894M 2.62% 9
2024
Q1 		$327M Buy
+6,037,163
New +$327M 0.7% 39

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Parnassus Investments's O Position: Q2 2026 in Review

Parnassus Investments reduced its Realty Income (O) stake by 18% in Q2 2026, selling an estimated $156M and leaving 11,640,278 shares worth $721M. The position accounts for 1.93% of the portfolio, ranked #17.

Parnassus Investments first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55B in Q3 2024. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Parnassus Investments held 11,640,278 shares of Realty Income worth $721M as of Q2 2026.
  • Parnassus Investments sold 2,502,033 Realty Income shares in Q2 2026, an estimated $156M.
  • Realty Income made up 1.93% of Parnassus Investments's portfolio in Q2 2026, its #17 holding.
  • Parnassus Investments first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • Parnassus Investments's Realty Income position peaked at $1.55B in Q3 2024.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.